Event Auditing

Event Auditing is the ability to record when certain tasks and functions, known as events, are performed within Upland Qvidian. On the Event Auditing View page (Administration > Application Data > Event Auditing), you can view and export the enabled auditing events and the details of each event occurrence. The details of the events display in columns that you can add, remove and reorder. The columns, and their order, will be remembered. You can narrow down the list of events by searching, selecting an event type or date range, or by applying filters.

Note: Events must be enabled to record information. Any user with permission to view the Event Auditing page will see all data that has been collected, even if it is related to content or document types that the user does not have permission to view. For more information on enabling event, see Event Auditing Configuration .

Work with the Event Auditing grid

Search

  • To search for an auditing event, enter text into the search box at the top right of the grid, and click the Search Search icon icon or Enter.
  • To re-display all auditing events in the grid, delete the entire entry in the box by clicking the X.

Export to Microsoft Excel

  • To export a Microsoft Excel report on specific events, select the checkboxes of the desired users and click the Export Export icon icon. The file will automatically begin downloading.
  • To export a Microsoft Excel report on all events: simply click the Export Export icon icon without selecting any checkboxes. The file will automatically begin downloading.

View details

Event auditing details for a single event can be viewed quickly and easily in the Event Audit Detail Panel. To open the Event Audit Detail Panel, do one of the following: 

  • Double-click the desired grid row.
  • Right-click the row and select View Details.
  • Hover over the row and click the Open Event Audit Detail Open Event Audit Detail icon icon.
  • Select the checkbox of the desired row and click the Open Event Audit Detail Open Event Audit Detail icon icon at the top of the grid.

Filter the grid

Use the advanced filters to display specific events quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Customize columns

You can show, hide, and order columns to display on the grid.

  1. Click the Customize Columns Customize Columns icon icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
  2. To filter the column list, enter text into the search box.
  3. Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records. Select the Select All option from the More Options menu to enable all the columns and use the Left Left arrow and Right Right arrow icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.
  4. To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options menu, or select specific column checkboxes and use the Up Up arrow and Down Down arrow icons to order the columns.
  5. Click Restore Default to return to the default settings.
  6. Click Save to save the changes and close the dialog box or Cancel to close without saving changes.

Navigate pages

  • At the bottom right of the grid, use the page scrolling controls (First page, Previous page, Next page, Last page) to move between pages of records in the grid.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Display grid rows

  • At the bottom right of the grid, use the "Rows per page" dropdown menu to select the number of rows that you want to display on the grid.

View by time period

To view events from a specific time period, select one of the following options from the Time Period dropdown menu: 

  • Last day
  • Last 7 days
  • Last 30 days
  • Last 365 days
  • Between: Enter the From and To dates, up to 3 years, in the mm/dd/yyyy format, or click the Calendar Calendar icon icon to select the dates.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.